‘Instant credibility’: Kestra sees significant M&A opportunity
'We have a strong pipeline that is built both outside of our ecosystem through typical banking, relationship and center of influence channels, and then frankly, inside of our ecosystem,’ James Poer said. ‘One of the great things about joining the organizations inside the Kestra Holdings family is that you have a very natural path towards an easy-execution succession strategy with Bluespring Wealth.’
Citywire, December 1, 2020
